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Narrowboat Capital
GLOBAL INVESTMENT ANALYSIS,
FOR 21ST CENTURY AUSTRALIA
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Charles Miller
Sep 5, 2023
6 min read
Top observations from Earnings season (#3 of 3)
Charles Miller
Aug 27, 2023
8 min read
Top observations from Earnings season (#2 of 3)
Charles Miller
Aug 21, 2023
3 min read
Top observations from Earnings season (#1 of 3)
Charles Miller
Mar 17, 2023
4 min read
3 x Random observations in Mar'23; $CVW, $BBOX.L & $TAH
Charles Miller
Feb 26, 2023
4 min read
10x Possible portfolio re-weights
Charles Miller
Jan 11, 2023
3 min read
5 simplistic themes, which are completely wrong
Charles Miller
Jun 29, 2022
1 min read
Who wins in a downturn - 1st & 2nd Order thinking
Charles Miller
May 7, 2022
3 min read
Boring repeatable business models
Charles Miller
Mar 23, 2022
3 min read
Over-earning, a bigger risk than high multiples
Charles Miller
Jan 12, 2022
3 min read
Few learnings from an old Guy Spiers' LSE Interview
Charles Miller
Nov 30, 2021
3 min read
Abraham Wald & why he matters today
Charles Miller
Nov 21, 2021
3 min read
Resources stocks - where they do/don't make sense
Charles Miller
Nov 8, 2021
1 min read
M2, Supply chains, Inflation, Aussie leverage & Siteminder
Charles Miller
Oct 13, 2021
2 min read
Charts on what's happening in private markets
Charles Miller
Oct 5, 2021
3 min read
Rule of thumb for selecting an online broker
Charles Miller
Sep 23, 2021
2 min read
Mississippi bubble & DaVita – Something different to think about
Charles Miller
Sep 21, 2021
2 min read
Moats - a change from just talking about Evergrande
Charles Miller
Sep 15, 2021
2 min read
Overnight success stories which take decades
Charles Miller
Sep 10, 2021
1 min read
It's Friday... show me cool graphs
Charles Miller
Sep 7, 2021
2 min read
3 bullish facts & 3 bearish facts
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